Tesla, Inc.

AUSTIN, Texas, Oct. 16, 2026 /PRNewswire/ -- Energy Metal News News Commentary - Global electric car sales grew 20% to exceed 20 million in 2025 and are expected to reach 23 million in 2026, representing 28% of total car sales, according to the International Energy Agency's Global EV Outlook 2026. The agency tied part of that momentum to the energy crisis resulting from the conflict in the Middle East, which has focused attention on oil imports, and estimated that the global EV fleet avoided the consumption of around 1.7 million barrels of oil per day in 2025. Active Companies from around the markets with current developments this week include: Tesla, Inc. (NASDAQ: TSLA), Rivian Automotive, Inc. (NASDAQ: RIVN), Lucid Group, Inc. (NASDAQ: LCID), General Motors Company (NYSE: GM), Albemarle Corporation (NYSE: ALB).

Sales accelerated through the middle of the year. Global EV sales jumped 35% in the second quarter from the first three months of 2026 and set quarterly records in 50 countries, Electrek reported, citing new IEA analysis. More than 90 countries recorded year-over-year EV sales growth in the first half.

The U.S. market is moving on a different track. Federal incentives of up to $7,500 were eliminated last year, and automakers reporting third quarter sales this month are lapping a quarter in which shoppers rushed to buy before the credit disappeared. The results have split the field between companies still adding volume and those cutting output or absorbing steep declines.

The supply chain behind those cars is concentrated. The IEA said China accounted for over 80% of battery cell production in 2025 and even higher shares of production of the active materials in EV batteries, which keeps the metals that go into batteries, motors and lightweight vehicle structures at the center of the industry's cost picture.

CONTINUED... Read this and more news for the EV Sector at: energymetalnews.com

In other industry developments and happenings in the market this week include:

Tesla, Inc. (NASDAQ: TSLA)

Tesla unveiled the next-generation Roadster on October 15 in Texas, nearly nine years after it first showed a prototype, and now says production starts in 2028, according to the Associated Press. Tesla lists three versions with claimed 0-60 mph times of under 1.6 seconds, under 0.9 seconds and under 0.59 seconds, and Electrek reported that the car is built with magnesium, titanium and carbon fiber to save weight. Reservations reopened with a $50,000 deposit for the Performance version; no prices were given.

Tesla's third quarter report showed production of 464,391 vehicles and deliveries of 486,532, a 2% decline from a year earlier according to Electrek, along with 13.7 GWh of energy storage deployments. Tesla will post its third quarter financial results after market close on Wednesday, October 21.

Rivian Automotive, Inc. (NASDAQ: RIVN)

Rivian set a quarterly sales record in the third quarter. The company reported that it produced 19,751 vehicles at its plant in Normal, Illinois and delivered 19,248, up roughly 45% from a year earlier, according to TechCrunch, and reaffirmed its 2026 delivery guidance of 65,000 to 70,000 vehicles.

It was the first full quarter of sales for the R2, the smaller SUV that launched in June at a starting price of just under $60,000, with cheaper versions expected to start around $45,000. Rivian will release third quarter financial results after market close on October 29.

Lucid Group, Inc. (NASDAQ: LCID)

Lucid moved in the opposite direction on output. The company reported third quarter production of 2,954 vehicles and deliveries of 3,806, with production lower sequentially after it eliminated a second shift at its AMP-1 factory in June. Deliveries exceeded production as Lucid worked down inventory as part of an operating reset targeting $1.4 billion in cash flow improvements in 2026.

The company said demand for the Lucid Gravity SUV continued to regain momentum. Lucid will report third quarter results on Monday, November 9.

General Motors Company (NYSE: GM)

GM's third quarter showed how hard the U.S. comparison has become. The company sold 670,974 vehicles in the U.S. in the quarter, down 5.5% from a year earlier, while its EV sales fell to 25,213 from 66,501, a decline of about 62%, according to GM Authority's tally of GM's delivery report. The Chevrolet Equinox EV fell 92.4% to 1,905 units.

The Cadillac Optiq was GM's best-selling EV in the quarter at 4,550 units, and the returning Chevrolet Bolt added 3,866. The year-earlier quarter was inflated by buyers racing to use federal incentives of up to $7,500 before they were eliminated.

Albemarle Corporation (NYSE: ALB)

For the lithium supplier, October has been a test of sentiment. On October 12, the most active lithium carbonate contract on the Guangzhou Futures Exchange fell 11.8% to 104,740 yuan per ton, its lowest level in nearly ten months, and Albemarle shares fell 4.2% in pre-market trading, according to GuruFocus. A day later, Mizuho upgraded the stock to Outperform with a $130 price target, citing surging energy storage demand.

The company's second quarter results showed net sales of $1.7 billion, up 31.1% from a year earlier, with Energy Storage net sales of $1.3 billion, up 77.9%, on sales volume of 65 kilotonnes of lithium carbonate equivalent, up 11.0%. Albemarle earned $3.52 per diluted share and will release third quarter results on Wednesday, November 4.

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NEW YORK, Aug. 28, 2026 /PRNewswire/ -- Market News Updates News Commentary - China's robotics push is moving quickly from spectacle to real-world deployment. At the 2026 World Robot Conference in Beijing, companies showcased humanoids and robot dogs built for factories, industrial patrols, security, and even military-related applications. The conference came just weeks after the US Federal Communications Commission announced a ban on new foreign-made humanoid and quadruped robot imports, citing cybersecurity and national security risks. As the robotics race moves into the physical world, attention is shifting toward companies building autonomous systems closer to home, including Knightscope, Inc. (NASDAQ:KSCP), Tesla, Inc. (NASDAQ:TSLA), Serve Robotics Inc. (NASDAQ:SERV), Richtech Robotics Inc. (NASDAQ:RR), and NVIDIA Corporation (NASDAQ:NVDA).

Knightscope, Inc. (NASDAQ:KSCP) is taking the physical AI theme directly into security. The Silicon Valley security technology company is building what it calls the nation's first Autonomous Security Force, bringing autonomous machines, AI-driven software, stationary security systems, remote monitoring, and licensed security agents together as one managed operation.

That strategy is about to get its biggest public showcase yet. Knightscope will debut its complete Autonomous Security Force at GSX 2026 in Atlanta from September 14 to 16, where more than 14,000 security professionals are expected to attend. For the first time, the company plans to bring its entire lineup together under one roof, including the all-new K7 and K5 Autonomous Security Robots, K1 stationary security systems, the H1 Augmented Security Agent prototype, and Signals, its forthcoming command interface and operational digital twin.

The idea is to address one of the biggest problems in physical security: fragmented systems. Cameras, guards, monitoring platforms, sensors, and autonomous technology have traditionally been supplied by different vendors. Knightscope is attempting to combine those functions into one force, one contract, and one accountable operation, pairing autonomous machines with AI software and armed and unarmed security personnel.

And the business has been scaling. Knightscope, Inc. (NASDAQ:KSCP) reported second-quarter 2026 revenue of $9.0 million, up 228% year over year, marking its second consecutive record quarter. The company now reports approximately 96% recurring revenue, serves 434 clients across 42 states, and has logged more than 4.4 million autonomous hours in the field.

The timing puts Knightscope directly inside a much larger transition. Physical AI is no longer limited to experimental robots performing tightly controlled demonstrations. Autonomous machines are moving into public streets, factories, hospitals, warehouses, industrial sites, and security operations, creating a new layer of computing where AI systems must perceive, navigate, decide, and act in the real world.  Click here for more information about Knightscope, Inc. (NASDAQ:KSCP).

Physical AI Moves From Demonstrations Into the Real World

Tesla, Inc. (NASDAQ:TSLA) is preparing to take its Optimus humanoid robot from development into large-scale manufacturing. Tesla has said Optimus Gen 3 is its first design intended for mass production, with production planned to begin before the end of 2026. In April, the company said preparations were beginning for its first large-scale Optimus factory in Fremont, where the first-generation production line is being designed for eventual capacity of 1 million robots per year. Tesla is also preparing Gigafactory Texas for a second-generation line designed for long-term annual capacity of 10 million robots.

Serve Robotics Inc. (NASDAQ:SERV) is already putting autonomous robots to work on city sidewalks and inside hospitals. On August 17, the company announced a partnership adding robot delivery to the Grubhub marketplace in Chicago, Los Angeles, and Alexandria, while also expanding into Washington, DC, and San Jose through DoorDash. Serve has now deployed more than 2,000 robots across the US, supporting delivery for more than 4,000 restaurants, and its Diligent Robotics unit has begun rolling out the next-generation Moxi 2.0 hospital robot with 15 times faster processing power and improved autonomy.

Richtech Robotics Inc. (NASDAQ:RR) is approaching physical AI from the service and human-interaction side. The company recently launched a 24/7 interactive livestream featuring its AI-powered humanoid robot ADAM, allowing users to speak with and interact with the robot in real time. ADAM uses NVIDIA Jetson Thor for onboard computing and was developed with the NVIDIA Isaac robotics platform, combining conversational AI with physical robotics to demonstrate how embodied AI can interact naturally with people. Richtech's broader robotics portfolio targets hospitality, automotive, manufacturing, and other commercial environments.

NVIDIA Corporation (NASDAQ:NVDA) is supplying much of the computing infrastructure behind the physical AI buildout. On August 25, NVIDIA unveiled Jetson Orin Nano 2, a new robotics computer designed to bring generative AI and real-time reasoning to robots, delivery and inspection drones, and vision AI systems operating at the edge. The new system delivers twice the inference performance of its predecessor and can consume 40% less power at equivalent performance. More than 3 million developers are now building on NVIDIA's robotics stack, with companies including Cognex, Doosan Bobcat, Matic, and Wing among those adopting or exploring the new platform.

And in security, Knightscope, Inc. (NASDAQ:KSCP) is attempting to build an integrated operating layer that brings autonomous machines, software, stationary systems, and human response together.

That distinction could become increasingly relevant as governments and businesses focus more closely on who builds, controls, and operates the autonomous machines entering sensitive physical environments. With 434 clients across 42 states, record quarterly revenue, more than 4.4 million autonomous hours already logged, and the full Autonomous Security Force set to make its public debut at GSX 2026 in September, Knightscope is moving into that conversation at a pivotal moment for physical AI.  Click here for more information about Knightscope, Inc. (NASDAQ).

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